WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $1.71B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$81.4M
3
+$79.8M
4
CLDR
Cloudera, Inc.
CLDR
+$63.2M
5
KSU
Kansas City Southern
KSU
+$52.9M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$61K ﹤0.01%
+58,332
327
$60K ﹤0.01%
+63,181
328
$58K ﹤0.01%
+5,820
329
$57K ﹤0.01%
56,249
330
$56K ﹤0.01%
5,600
331
$55K ﹤0.01%
100,124
332
$51K ﹤0.01%
+2,946
333
$49K ﹤0.01%
+3,139
334
$49K ﹤0.01%
5,000
335
$49K ﹤0.01%
+3,615
336
$49K ﹤0.01%
5,000
337
$49K ﹤0.01%
+29,210
338
$45K ﹤0.01%
+30,081
339
$45K ﹤0.01%
+39,562
340
$42K ﹤0.01%
5,000
341
$38K ﹤0.01%
+29,997
342
$37K ﹤0.01%
62,499
343
$30K ﹤0.01%
33,331
344
$29K ﹤0.01%
5,000
345
$27K ﹤0.01%
+17,499
346
$26K ﹤0.01%
32,293
347
$20K ﹤0.01%
1,000
348
$19K ﹤0.01%
26,554
349
$14K ﹤0.01%
800
350
$11K ﹤0.01%
+1,100
12 13
14
15 16